Suncoast Equity Management logo

Suncoast Equity Management Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Suncoast Equity Management with $1.0B in long positions as of Q3 2025, 41% allocated to Technology, and 57% concentrated in top 10 positions.

Portfolio Value
$1.0B
Top 10 Concentration
57%
Top Sector
Technology (41%)
US Exposure
96%
Market Cap Focus
Mega Cap
Countries
5

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 40.70%TechnologyHealthcare: 13.50%HealthcareCommunication Services: 13.50%Communication ServicesFinancial Services: 12.20%Financial ServicesIndustrials: 10.40%IndustrialsConsumer Cyclical: 7.80%ETF: 0.80%Basic Materials: 0.50%Consumer Defensive: 0.30%
Technology
40.70%
Healthcare
13.50%
Communication Services
13.50%
Financial Services
12.20%
Industrials
10.40%
Consumer Cyclical
7.80%
ETF
0.80%
Basic Materials
0.50%
Consumer Defensive
0.30%

Industry Breakdown

46 industries across all sectors

Internet Content & Information: 13.49%Internet Content & InformationSoftware - Infrastructure: 11.85%Software - InfrastructureSemiconductors: 10.40%SemiconductorsSoftware - Application: 10.00%Software - ApplicationFinancial - Credit Services: 8.83%Financial - Credit ServicesTravel Services: 5.91%Medical - Distribution: 4.85%Medical - Devices: 4.78%Consumer Electronics: 4.41%Information Technology Services: 3.79%Industrial - Distribution: 3.43%35 more: 17.80%35 more
Internet Content & Information
Communication Services
13.49%
Software - Infrastructure
Technology
11.85%
Semiconductors
Technology
10.40%
Software - Application
Technology
10.00%
Financial - Credit Services
Financial Services
8.83%
Travel Services
Consumer Cyclical
5.91%
Medical - Distribution
Healthcare
4.85%
Medical - Devices
Healthcare
4.78%
Consumer Electronics
Technology
4.41%
Information Technology Services
Technology
3.79%
Industrial - Distribution
Industrials
3.43%
Drug Manufacturers - General
Healthcare
3.34%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 57.37%Mega Cap (> $200B)Large Cap ($10B - $200B): 40.03%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.32%Small Cap ($300M - $2B): 0.07%Micro Cap ($50M - $300M): 0.03%Nano Cap (< $50M): 0.91%N/A (ETF or Unknown): 1.26%
Mega Cap (> $200B)
57.37%
Large Cap ($10B - $200B)
40.03%
Mid Cap ($2B - $10B)
0.32%
Small Cap ($300M - $2B)
0.07%
Micro Cap ($50M - $300M)
0.03%
Nano Cap (< $50M)
0.91%
N/A (ETF or Unknown)
1.26%

Portfolio Concentration

Top 10 Holdings %
56.68%
Top 20 Holdings %
86.12%
Top 50 Holdings %
97.89%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
96.23%
International
3.77%
Countries
5
Largest Int'l Market
Ireland - 3.34%
United States of America
96.23% ($964.7M)
83 holdings
Ireland
3.34% ($33.5M)
4 holdings
Canada
0.19% ($1.9M)
1 holdings
Israel
0.14% ($1.4M)
1 holdings
Bermuda
0.10% ($1.0M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
28.4 quarters
Avg. Top 20
22.9 quarters
Avg. All Positions
12.9 quarters
Median Holding Period
9 quarters
Persistence Rate
70.0%
Persistent Holdings Weight
90.89%
Persistent Positions
63
Longest Held
Check Point Software Technologies Ltd logo
Check Point Software Technologies LtdCHKP - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.28%
Avg. Position Weight
1.11%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 9.10%
Largest Ownership Stake
MIRA Pharmaceuticals, Inc. Common Stock logo
MIRA Pharmaceuticals, Inc. Common StockMIRA - 0.54%
Avg. Ownership Stake
0.01%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
1.14%
Avg. Ownership Stake
0.02%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 11.71% (Q1 2022)
Largest Ownership Stake
MIRA Pharmaceuticals, Inc. Common Stock logo
MIRA Pharmaceuticals, Inc. Common StockMIRA - 0.62% (Q1 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
4.1%
Value Traded
$41.52M
Positions Added
7
Positions Exited
2

Historical (Since Q2 2013)

Avg. Turnover Ratio
6.6%
Avg. Positions Added
4
Avg. Positions Exited
3
Highest Turnover
20.1%
Q4 2014
Lowest Turnover
0.3%
Q2 2021

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